总部位于丹佛、近期获得39亿美元融资的 AI 数据中心初创公司 Crusoe，已终止采用同城公司 Boom Supersonic 开发的新系列固定式电站的计划。
Crusoe, a Denver-based AI data center startup that recently raised $3.9 billion, has ended plans to use a new line of stationary power plants developed by fellow Denver company Boom Supersonic.
Crusoe 成立于2018年，最初是一家利用油田过剩天然气运行的比特币矿业公司。此后，它已成为全球最大的 AI 数据中心建设商之一，承建的项目包括位于得克萨斯州阿比林的一座大型园区，该园区为 OpenAI 提供计算能力。
Founded in 2018 as a bitcoin miner that ran on excess natural gas from oil fields, Crusoe has since become one of the biggest builders of AI data centers, including a massive campus in Abilene, Texas, that supplies computing power to OpenAI.
正在研发名为 Overture 的超音速客机的 Boom Supicity，去年启动了一项新业务，将公司正在为这款客机开发的发动机的一个版本制成天然气燃烧型固定式电站并出售。其 Superpower 燃气轮机与名为 Symphony 的机载发动机约80%的部件相同。
Boom Supersonic, which is developing a supersonic passenger jet called Overture, launched a new business last year to sell a version of the engine it’s developing for that jet as natural gas-fired stationary power plants. Its Superpower turbine shares about 80% of the same parts with that airborne engine, called Symphony.
Crusoe 曾签约成为这项业务的首个客户，同意斥资12.5亿美元购买 Boom 的29台42兆瓦 Superpower 燃气轮机。首批设备原定于2027年开始交付。然而，据 Boom Supersonic 首席执行官 Blake Scholl 表示，这笔交易此后已告吹。
Crusoe had signed on to be the first customer for this business, agreeing to spend $1.25 billion on 29 of Boom’s 42-megawatt Superpower turbines. The first deliveries were supposed to begin in 2027. But that deal has since fallen apart, according to Boom Supersonic CEO Blake Scholl.
上周五，Scholl 在 X 上发帖，祝贺 Crusoe 创始人 Cully Cavness 和 Chase Lochmiller 就公司近期融资表示祝贺，并表示双方不再推进燃气轮机发布合作。不过，他同时透露，目前还有其他潜在客户。
Friday, in a post on X, after congratulating Crusoe founders Cully Cavness and Chase Lochmiller on the company’s recent raise, Scholl said the companies are no longer moving forward with the turbine launch partnership. Although he did note that other customers were in its pipeline.
“简而言之，短期内，燃气轮机将不再成为 Crusoe 在阿比林等站点的主要供电组合，因此继续推进发布合作已不合时宜，”他在帖子中写道，“Boom 明年将向其他站点交付约250兆瓦的 Superpower 燃气轮机，并以2028年达到1吉瓦为目标。感谢 Crusoe 在帮助我们打造 Superpower 过程中给予的支持，我们也会继续为他们的成功加油。未来还很长，如果燃气轮机重新成为其主要供电组合的一部分，我们期待双方届时或许能够再次合作。”Crusoe 向 TechCrunch 证实，双方已不再开展业务。
“The TL/DR is that turbines are no longer part of Crusoe’s near term primary power mix at Abilene/etc., so a launch partnership just didn’t make sense,” he wrote in the post. “Boom will be delivering about 250MW of Superpowers next year to other sites, and we’re targeting 1GW in 2028. We’re grateful for the help Crusoe gave us in shaping Superpower and continue cheering for their successes. The future is long, and we look forward to potentially teaming up if/when turbines become part of their primary power mix.” Crusoe confirmed to TechCrunch that it is no longer doing business with Boom.
“我们从电力供应开始建设人工智能工厂，并正在全国范围内让采用创新能源的新园区陆续投入运营，”发言人格安德鲁·施密特在一封邮件中表示。“随着业务组合不断壮大，我们保持灵活，根据每个园区的需求变化选择合适的能源方案，包括涡轮机，以及风电、太阳能、电池和电网。Boom一直是很好的合作伙伴，但如今双方已不再适合继续合作。我们祝他们一切顺利。”据该公司称，Crusoe为甲骨文和OpenAI建设的首座120万千瓦数据中心位于阿比林，由电网供电。该中心另有一座燃气轮机电站，但仅用于提供备用电力。Crusoe还在阿比林为微软建设一座90万千瓦数据中心，将由园区内的燃气轮机供电。
“We build AI factories from the power up, and we’re bringing new campuses online across the country, powered by innovative energy sources,” spokesperson Andrew Schmitt said in an email. “As our portfolio grows, we stay flexible, choosing the energy solutions that are right for each site as its needs evolve – including turbines, along with wind, solar, batteries and the grid. While Boom has been a great partner, the partnership isn’t the right fit today. We wish them well.” Crusoe’s initial 1.2 gigawatt data center in Abilene that was built for Oracle and OpenAI is powered by the grid, according to the company. There is also a gas-turbine power plant that is used for backup power only. Crusoe is also building a 900 megawatt data center in Abilene for Microsoft, which will be powered on-site gas turbines.
失去首个客户对Boom而言似乎是一次挫折。该公司去年融资3亿美元，主要用于推动新业务实现商业化。Scholl当时告诉TechCrunch，其计划是利用固定式电站业务的利润，为Overture的开发提供资金。
Losing its launch customer is seemingly a setback for Boom, which raised $300 million last year, largely to commercialize the new business. The idea, Scholl told TechCrunch at the time, was to use profits from the stationary power plant business to fund the development of Overture.
截稿前未能联系到Scholl置评；如果他作出回应，TechCrunch将更新本文。
Scholl could not be reached for comment before publication; TechCrunch will update this article if he responds.